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New Portfolio - New Portfolio
Lisa Cassidy
New PortfolioIndividual Investor
Ranked #418,048 out of 764,630 TipRanks' Investors
Success Rate
398 out of 1032
profitable transactions
profitable transactions
Average Return
-3.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.04%
6-Month Return▲ 34.12%
12-Month Return▲ 58.74%
YTD Return▲ 37.05%
Total Return▼ 35.74%
Best Trade
Bio
I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold
Performance
25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 1.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.56%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 18.89%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 10.05%
Oct 2024
▲ 5.05%▲ 3.27%▲ 1.34%
▼ 12.40%▼ 4.03%▼ 9.95%
▲ 11.46%▲ 5.06%▲ 10.56%
▼ 2.25%▲ 3.53%▼ 6.72%
▲ 25.72%▲ 1.21%▲ 18.89%
▼ 4.21%▲ 2.34%▼ 2.25%
▲ 7.82%▲ 2.10%▲ 2.04%
▲ 6.02%▼ 0.89%▲ 10.05%
Recent Activity
Consolidated Water Co
0.44%
▼ 3.80%
6
Buy
Nov 01, 2024
UDR
0.77%
▲ 2.59%
2
Buy
Nov 01, 2024
Oklo Inc
―
▼ 9.05%
3
Close
Nov 01, 2024
Vertiv Holdings
1.86%
▲ 13.07%
2
Sell
Oct 30, 2024
Sandstorm Gold
0.28%
▲ 14.28%
17
Buy
Oct 26, 2024
Schrodinger
―
▼ 15.18%
5
Close
Oct 25, 2024
GSI Technology
0%
▼ 8.16%
1
Open
Oct 24, 2024
Permian Resources
0.86%
▲ 1.22%
11
Sell
Oct 22, 2024
BW LPG Ltd
0.26%
▼ 10.48%
1
Open
Oct 22, 2024
Zeta Global Holdings Corp
―
▲ 156.98%
6
Close
Oct 18, 2024
D-Wave Quantum
0.42%
▲ 7.45%
4
Buy
Oct 18, 2024
HP
0.83%
▼ 2.68%
1
Open
Oct 18, 2024
KT
0.51%
▼ 0.19%
1
Open
Oct 18, 2024
ProShares Short S&P500
―
▼ 7.43%
2
Close
Oct 17, 2024
Snap
―
▲ 14.73%
3
Close
Oct 17, 2024
ON Semiconductor
―
▲ 9.59%
11
Close
Oct 16, 2024
Neuberger Berman Next Generation Connectivity Fund Inc
―
▲ 6.60%
2
Close
Oct 16, 2024
Newmont Mining
0.83%
▼ 19.57%
1
Open
Oct 16, 2024
Day One Biopharmaceuticals
―
▼ 0.87%
2
Close
Oct 15, 2024
YieldMax TSLA Option Income Strategy ETF
1.01%
▲ 3.43%
19
Buy
Oct 15, 2024